User review
of Pipeliner
The Most Intuitive CRM
-
by Dan Olujinmi
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE amazing
5out of 5
CUSTOMER SUPPORT amazing
5out of 5
PROS & CONS
What are the best aspects of this product?
The best aspect of Pipeliner CRM for me is the ability to customize sales reports in as many ways as possible.
What aspects are problematic or could work better?
I think it would be great to be able to send emails directly in-app without redirecting to Outlook. But I think this is already possible. I've not been using the email feature a lot.
What features/services would you like to see in future versions of this product?
I love the addition of the new automation feature. I'd love to see integration with website forms. That is, as someone fills up a form on our website, Pipeliner takes up their details and creates an opportunity.
What specific problems in your company were solved by this product?
It keeps follow ups organized and efficient.
Are you a current user of this product?
Yes
USER DETAILS
What is your role with this product?
- I made the decision to purchase it
How long have you been using this product?
Less than 1 year
COMPANY DETAILS
What is your company size?
1-10 Employees
What is your industry?
Retail
USAGE & IMPLEMENTATION
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 hour
How many people in your company actively use this product?
just me
What is the primary use of this product in your company?
mostly B2B
EFFECT ON BUSINESS GOALS:
How did using this product affect your business goals?
- It allows us to store and organize information about our customers in a more efficient way
- It allows us to solve our customers problems faster and in a more efficient way
- It allows us to synchronize customer data between departments and teams
- It allows us to automate out sales and marketing related processes
- It offers us detailed analytics that lets us plan our future strategies more efficiently
PRICING & COSTS
What was the cost of implementing this product?
~$300
What is your total annual cost for using this product?
~$300
How long is your contract with the vendor?
Less than 1 year
Did you get any discount for this product? How much?
No
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management amazing
5
Customer Management amazing
5
Task Management very good
4
Contract Management very good
4
Pricing Management ok
3
Email Marketing mediocre
2
Order Management ok
3
Campaign Management ok
3
Analytics
Reports amazing
5
ROI Analytics very good
4
Integrations
API very good
4
Calendar & Contacts Sync amazing
5
Export & Import of Data amazing
5
Available Integrations amazing
5
Social Network Integration very good
4
Customer Service
Call Center Tools ok
3
Issue Tracking very good
4
Support Portal very good
4
Knowledge Base Management very good
4
General Features
Collaboration Features ok
3
Dashboard ok
3
Overall Performance very good
4
Access & Role Management very good
4
Mobile Support very good
4
Customization amazing
5
File Management amazing
5
Language Support ok
3
Security very good
4
